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Disclosery

New Covenant Trust Company, N.A.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of New Covenant Trust Company, N.A. on WMT, newest first. How the timeline and the estimate are built.

New Covenant Trust Company, N.A. held 11,538 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,538 shares
    Change vs previous 13F +1,547 shares

    0.83% of the 13F portfolio, value $1,199,029.

    13F-HR 0001214659-26-012675 filed by New Covenant Trust Company, N.A.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,991 shares
    Change vs previous 13F +958 shares

    0.85% of the 13F portfolio, value $1,131,581.

    13F-HR 0001214659-26-008495 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 9,033 shares
    Change vs previous 13F +869 shares

    1% of the 13F portfolio, value $1,122,621.

    13F-HR 0001214659-26-004763 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 8,164 shares
    Change vs previous 13F +67 shares

    0.83% of the 13F portfolio, value $920,573.

    13F-HR 0001214659-26-000399 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 8,097 shares
    Change vs previous 13F -147 shares

    0.78% of the 13F portfolio, value $834,477.

    13F-HR 0001214659-25-014735 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 8,244 shares
    Change vs previous 13F -30 shares

    0.72% of the 13F portfolio, value $801,894.

    13F-HR 0001214659-25-010508 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 8,274 shares
    Change vs previous 13F -440 shares

    0.74% of the 13F portfolio, value $704,531.

    13F-HR 0001214659-25-006248 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 8,714 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $789,227.

    13F-HR 0001214659-25-002096 filed by New Covenant Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).